Dw Investment Solutions, Inc.
Dw Investment Solutions, Inc. (CRD# 150471) is a financial advisory firm headquartered in Spokane Valley, WA. They manage $90,028,786 in 262 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Dw Investment Solutions, Inc.
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts262ACCOUNTS
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Average Account Value$343,621
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX, WA
Financial Advisors at Dw Investment Solutions, Inc.
1
Linda Walker (CRD# 5083189) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane Valley, WA and has over 18 years of experience in the finance industry.
2
Christie Rooney (CRD# 5905463) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane Valley, WA and has over 2 years of experience in the finance industry.
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